Filed September 29, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.5+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $6,058 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,357 | $84,948-74.9% | $70,449-69.7% | $73,409-70.9% |
| Participation rate | 77.3% | 79.9%-2.6pp | 75.1%+2.3pp | 72.2%+5.2pp |
| Annual return | 5.14% | 13.39%-8.3pp | 109.03%-103.9pp | 59.29%-54.2pp |
| Employer contribution / active EE | $1,401 | $2,834-50.6% | $2,737-48.8% | $2,234-37.3% |
| Participant deferral / active EE | $1,965 | $3,387-42.0% | $3,709-47.0% | $3,805-48.4% |
| Admin fee / account holder | $23 | $98-76.7% | $3,845-99.4% | $158-85.5% |